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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $746,008 | $115,780+544.3% | $101,255+636.8% | $158,931+369.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 16.85% | 56.14%-39.3pp | 46.48%-29.6pp | 302.86%-286.0pp |
| Employer contribution / active EE | $21,730 | $4,175+420.5% | $3,660+493.7% | $4,761+356.4% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,370-100.0% | $5,982-100.0% |
| Admin fee / account holder | $6,225 | $7,246-14.1% | $5,946+4.7% | $11,247-44.7% |